BM

Brian Andrew Mcdonald

8 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
1,347 clients
Average Client Portfolio
$956K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$4,000 - $10,000

McDonald Partners charges fees based on a percentage of assets under management. These fees vary depending on whether the account is fixed income only or equity/balanced. For fixed income accounts, the maximum fee is 1.75% on the first $500,000, decreasing to 0.75% for assets above $2,000,000. For equity/balanced accounts, the maximum fee is 3.00% on the first $500,000, decreasing to 1.50% for assets above $2,000,000. Option trades are $9.00 per trade plus $0.50 per option contract (minimum $3.00). ACCESS accounts have a $9.00 per trade transaction fee + 0.04% ($40 minimum) fee for performance reporting. Financial planning fees are either a flat fee or subscription-based, ranging from $4,000 to $10,000 annually for Foundation, Growth, and Legacy clientships, respectively. Fees are negotiable depending on specific circumstances.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

1301 East 9th Street, Suite 3700, Cleveland, OH, 44114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the Executive Director of the Joan C Edwards Charitable Foundation and Chairperson of the Board of Trustees for the Cleveland School of Science & Medicine, each taking a few hours per week. He is also the sole member of Heights Audio LLC and Heights BBQ Association LLC, each requiring minimal time.

Employment History
Current Registrations
Mcdonald Partners LLC
May 2023 - Present · 2 yrs 8 mos
Mcdonald Partners LLC
December 2022 - Present · 3 yrs 1 mo
Mcdonald Partners LLC Broker
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Mcdonald Partners LLC
May 2019 - October 2021 · 2 yrs 5 mos
Mcdonald Partners LLC Broker
February 2018 - October 2021 · 3 yrs 8 mos
Signator Investors, INC.Broker
July 1998 - March 2000 · 1 yr 8 mos
State Registrations7 states
CAFLMINJOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.